EFP

EnRich Financial Partners Portfolio holdings

AUM $351M
1-Year Est. Return 9.65%
This Quarter Est. Return
1 Year Est. Return
+9.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$298M
AUM Growth
-$2.51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
221
New
Increased
Reduced
Closed

Top Buys

1
+$1.97M
2
+$1.91M
3
+$1.86M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$1.51M
5
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$1.41M

Top Sells

1
+$1.29M
2
+$800K
3
+$369K
4
AMZN icon
Amazon
AMZN
+$249K
5
AVSC icon
Avantis US Small Cap Equity ETF
AVSC
+$233K

Sector Composition

1 Technology 0.88%
2 Financials 0.27%
3 Healthcare 0.13%
4 Energy 0.09%
5 Consumer Staples 0.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$244K 0.08%
258
52
$242K 0.08%
516
53
$215K 0.07%
7,981
-40
54
$210K 0.07%
4,086
+4
55
$206K 0.07%
366
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56
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4 5